-26.6%
OWL vs EQH
+18.6%
-45.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.1% |
| 7D | +10.1% | +2.8% | +7.3% | +8.3% |
| 30D | +18.7% | +3.9% | +14.8% | +15.9% |
| 3M | -6.2% | +16.3% | -22.5% | -15.4% |
| 6M | +9.8% | +37.1% | -27.3% | -12.1% |
| YTD | -24.2% | +20.2% | -44.4% | -33.4% |
| 1Y | -26.6% | +17.9% | -44.5% | -35.0% |
| All | -26.6% | +18.6% | -45.2% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EQH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling